Katelyn Eckroth
Philadelphia,PA
Summary
A task driven professional whose passion is to make a difference in a client's lives. Highly organized, detailed orientated and team player. Skilled in Microsoft Excel and a collaborative team player, consistently delivering exceptional customer service and achieving client financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Consultant
Wells Fargo Advisors
07.2022 - Current
- Work with Financial Advisors in providing clients with financial advice consistent with clients goals and risk tolerance.
- Meet with clients to collect financial information and present their financial plan.
- Work to increase and retain existing client assets and meet potential new clients.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability.
- Assisted clients with budgeting and cash flow management.
Registered Client Associate
Morgan Stanley
03.2020 - 06.2022
- Provided the team with operational expertise and core responsibilities including onboarding new clients, maintaining all client accounts, account transfers and money movement.
- Worked to find solutions to any financial challenges the client may have.
- Managed the marketing and branding of the team, focused on advertising, social media, and planning client events. Collaborated with other industry professionals and established new relationships with external vendors.
- Dedicated to provide each client with the highest level of personal service, accurate and efficient experience.
Invetsment Specialist
Vanguard
08.2018 - 02.2020
- Assisted 40-50 clients per day with investment education, understanding of funds, and execution of trades.
- Guided investors to make informed decisions within their portfolio based on their specific needs, risk tolerance and goals.
- Provided tools and resources to enhance the clients experience.
Property Preservation Specialist
Guardian Asset Management
07.2017 - 08.2018
- Responsible for managing professional working relationships with all vendors across the country to protect and preserve properties for our clients.
Education
Bachelor of Science - Finance
West Chester University of Pennsylvania
West Chester, PA05.2017
Skills
- Financial Planning
- Detailed Orientated
- Asset Allocation
- Social Media
Certification
- FINRA Series 7, 66 and 63
- PA Accident and Health, Life and Fixed Annuities, and Variable Life and Variable Annuity Insurance License
Timeline
Financial Consultant
Wells Fargo Advisors
07.2022 - Current
Registered Client Associate
Morgan Stanley
03.2020 - 06.2022
Invetsment Specialist
Vanguard
08.2018 - 02.2020
Property Preservation Specialist
Guardian Asset Management
07.2017 - 08.2018
Bachelor of Science - Finance
West Chester University of Pennsylvania
- FINRA Series 7, 66 and 63
- PA Accident and Health, Life and Fixed Annuities, and Variable Life and Variable Annuity Insurance License
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